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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,687 | $184,014+52.0% | $161,149+73.6% | $138,895+101.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.8%-8.8pp | 79.9%-9.9pp |
| Annual return | 9.34% | 21.52%-12.2pp | 21.16%-11.8pp | 145.39%-136.1pp |
| Employer contribution / active EE | $3,365 | $5,055-33.4% | $4,360-22.8% | $4,194-19.8% |
| Participant deferral / active EE | $9,055 | $6,909+31.1% | $6,153+47.2% | $6,396+41.6% |
| Admin fee / account holder | $35,991 | $18,027+99.7% | $15,194+136.9% | $12,562+186.5% |